Merit Financial Group
IVW icon

Merit Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Merit Financial Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.3M Sell
233,743
-2,930
-1% -$406K 0.19% 94
2026
Q2 		$32.5M Sell
236,673
-3,710
-2% -$490K 0.2% 90
2026
Q1 		$27.2M Buy
240,383
+3,664
+2% +$441K 0.2% 84
2025
Q4 		$29.2M Buy
236,719
+1,634
+0.7% +$200K 0.23% 78
2025
Q3 		$28.4M Buy
235,085
+4,680
+2% +$538K 0.26% 75
2025
Q2 		$25.4M Buy
230,405
+7,811
+4% +$773K 0.28% 66
2025
Q1 		$20.7M Sell
222,594
-57,406
-21% -$5.79M 0.31% 62
2024
Q4 		$28.4M Buy
280,000
+133,236
+91% +$13.3M 0.51% 34
2024
Q3 		$14.1M Sell
146,764
-155,070
-51% -$14.3M 0.31% 57
2024
Q2 		$27.9M Buy
301,834
+92,422
+44% +$7.97M 0.62% 29
2024
Q1 		$17.5M Buy
209,412
+97,840
+88% +$7.86M 0.42% 37
2023
Q4 		$8.38M Buy
111,572
+10,818
+11% +$770K 0.25% 51
2023
Q3 		$6.89M Buy
100,754
+53,551
+113% +$3.79M 0.23% 69
2023
Q2 		$3.33M Sell
47,203
-1,063
-2% -$70.3K 0.11% 146
2023
Q1 		$3.08M Buy
48,266
+46
+0.1% +$2.81K 0.11% 141
2022
Q4 		$2.82M Sell
48,220
-5,219
-10% -$313K 0.1% 149
2022
Q3 		$3.09M Sell
53,439
-1,423
-3% -$92.5K 0.13% 112
2022
Q2 		$3.31M Buy
54,862
+13,698
+33% +$907K 0.1% 129
2022
Q1 		$3.14M Buy
41,164
+191
+0.5% +$14.3K 0.19% 83
2021
Q4 		$3.43M Sell
40,973
-3,120
-7% -$251K 0.34% 36
2021
Q3 		$3.26M Sell
44,093
-10,602
-19% -$808K 0.34% 34
2021
Q2 		$3.98M Sell
54,695
-193
-0.4% -$13.4K 0.37% 26
2021
Q1 		$3.57M Buy
54,888
+51,459
+1,501% +$3.33M 0.37% 25
2020
Q4 		$219K Sell
3,429
-41,491
-92% -$2.52M 0.02% 198
2020
Q3 		$2.6M Sell
44,920
-33,928
-43% -$1.92M 0.24% 29
2020
Q2 		$4.09M Buy
78,848
+25,700
+48% +$1.23M 0.41% 17
2020
Q1 		$2.19M Buy
53,148
+48,204
+975% +$2.28M 0.25% 32
2019
Q4 		$239K Buy
+4,944
New +$229K 0.02% 209

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Merit Financial Group's IVW Position: Q3 2026 in Review

Merit Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q3 2026, selling an estimated $406K and leaving 233,743 shares worth $33.3M. The position accounts for 0.19% of the portfolio, ranked #94.

Merit Financial Group first reported a position in IVW in Q4 2019 and has held it in 28 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Merit Financial Group held 233,743 shares of iShares S&P 500 Growth ETF worth $33.3M as of Q3 2026.
  • Merit Financial Group sold 2,930 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $406K.
  • iShares S&P 500 Growth ETF made up 0.19% of Merit Financial Group's portfolio in Q3 2026, its #94 holding.
  • Merit Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.